Sales Associates (Insurance)

Qualifications:

• Bachelors degree holder, preferably in Business, Finance, Marketing, or related fields.
• At least 6 months of relevant experience in financial services, sales, banking, or insurance.
• Excellent communication, interpersonal, and customer service skills.
• Results-oriented and motivated by a passion for helping people with their financial well-being.
• Willing to be deployed to an assigned bank branch location.
• Possessing a financial advisor or insurance license is an advantage (licensing support and training will be provided if needed).

Key Responsibilities:

• Develop strong working relationships with bank personnel to drive client referrals and generate leads.
• Conduct comprehensive financial needs assessments and recommend suitable insurance or investment solutions.
• Offer personalized consultations to walk-in clients and bank customers on protection and wealth-building options.
• Educate clients on savings, insurance, and investment-linked products tailored to their financial goals.
• Ensure a smooth and professional sales process, from initial consultation to policy issuance and post-sale servicing.
• Manage and expand your client base through consistent after-sales engagement and regular follow-ups.
• Achieve or surpass monthly sales goals and performance metrics.
• Adhere to all regulatory and company policies, ensuring complete and accurate documentation at all times.